Surevest Inc.
Q3 2019 13F Holdings
Location
Phoenix, AZ
Holdings as of
9/30/2019
Value
$203M
Value excl. options
$203M
Num holdings
133
Date filed
10/15/2019
Form type
13F-HR
Prev filing
7/10/2019
Next filing
1/14/2020
SEC
View on sec.gov
Compare Q3 2019 to
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2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type